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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,729 | $108,825-11.1% | $156,181-38.1% | $82,448+17.3% |
| Participation rate | 83.3% | 72.4%+11.0pp | 78.8%+4.5pp | 68.1%+15.3pp |
| Annual return | 20.74% | 20.59%+0.2pp | 64.87%-44.1pp | 41.64%-20.9pp |
| Employer contribution / active EE | $2,589 | $2,870-9.8% | $4,294-39.7% | $2,551+1.5% |
| Participant deferral / active EE | $4,381 | $4,577-4.3% | $6,132-28.6% | $4,139+5.8% |
| Admin fee / account holder | $3,644 | $9,341-61.0% | $14,586-75.0% | $7,234-49.6% |